ShoreHaven Wealth Partners, LLC — 13F Holdings & Portfolio
CIK 1844922 · latest 13F-HR filed 2026-05-14
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
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AUM
$278.4M
Long-equity book
Holdings
103
Distinct positions
Period
2026-03-31
Filed 2026-05-14
Q/Q Activity
+11 / −12 / ↑19 / ↓36
vs 2025-12-31
Firm Profile & Key People
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- AMERICAN CENTY ETF TR$4.1M +17.0%
- ISHARES TR$2.1M +6.6%
- GLOBAL X FDS$2.1M +71.8%
- BLACKROCK ETF TRUST$2.0M +31.1%
- ISHARES TR$1.9M +512.0%
Top Trims
- INVESCO EXCHANGE TRADED FD T-$12.2M -88.7%
- BLACKROCK ETF TRUST-$5.0M -25.2%
- AMERICAN CENTY ETF TR-$2.3M -18.0%
- ISHARES GOLD TR-$2.3M -42.9%
- GRAYSCALE BITCOIN MINI TR ET-$1.1M -29.8%
New Positions
- BLACKROCK ETF TRUST$10.1M
- BLACKROCK ETF TRUST$4.5M
- ISHARES TR$2.5M
- FIDELITY WISE ORIGIN BITCOIN$1.3M
- ISHARES INC$718.5K
Exited Positions
- ISHARES TR$1.8M
- ABRDN SILVER ETF TRUST$1.2M
- ISHARES TR$746.9K
- BNY MELLON ETF TRUST$375.9K
- ISHARES TR$331.3K
All Holdings
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | ISHARES TR | IVW | 464287309 | $34.5M | 12.40% | 305,347 | SH |
| 2 | AMERICAN CENTY ETF TR | AVLV | 025072349 | $28.2M | 10.13% | 349,848 | SH |
| 3 | BLACKROCK ETF TRUST | DYNF | 09290C103 | $14.7M | 5.30% | 253,479 | SH |
| 4 | AMERICAN CENTY ETF TR | AVEM | 025072604 | $10.7M | 3.84% | 132,593 | SH |
| 5 | BLACKROCK ETF TRUST | CORO | 09290C764 | $10.1M | 3.63% | 313,988 | SH |
| 6 | ISHARES TR | TLT | 464287432 | $9.0M | 3.25% | 104,315 | SH |
| 7 | BLACKROCK ETF TRUST | BAI | 09290C780 | $8.3M | 2.98% | 251,503 | SH |
| 8 | BLACKROCK ETF TRUST | THRO | 09290C806 | $8.0M | 2.86% | 219,700 | SH |
| 9 | ISHARES TR | QUAL | 46432F339 | $7.3M | 2.62% | 37,971 | SH |
| 10 | WISDOMTREE TR | DNL | 97717W844 | $7.0M | 2.51% | 173,366 | SH |
| 11 | APPLE INC | AAPL | 037833100 | $6.6M | 2.35% | 25,817 | SH |
| 12 | ISHARES TR | IWL | 464289446 | $6.3M | 2.26% | 39,211 | SH |
| 13 | SPDR SERIES TRUST | VLU | 78464A128 | $6.3M | 2.25% | 29,201 | SH |
| 14 | ISHARES TR | EFV | 464288877 | $6.0M | 2.16% | 80,855 | SH |
| 15 | ISHARES TR | MTUM | 46432F396 | $5.6M | 2.02% | 23,482 | SH |
| 16 | ISHARES TR | IVLU | 46435G409 | $5.2M | 1.85% | 129,807 | SH |
| 17 | ISHARES TR | LRGF | 46434V282 | $5.1M | 1.82% | 76,858 | SH |
| 18 | GLOBAL X FDS | SHLD | 37960A529 | $4.9M | 1.77% | 69,412 | SH |
| 19 | BLACKROCK ETF TRUST | BLCR | 09290C855 | $4.5M | 1.61% | 109,013 | SH |
| 20 | ISHARES TR | ITOT | 464287150 | $3.7M | 1.33% | 25,914 | SH |
| 21 | BLACKROCK ETF TRUST II | BINC | 092528603 | $3.6M | 1.30% | 69,437 | SH |
| 22 | ISHARES TR | OEF | 464287101 | $3.6M | 1.28% | 11,213 | SH |
| 23 | ISHARES TR | EFG | 464288885 | $3.3M | 1.19% | 29,857 | SH |
| 24 | ISHARES GOLD TR | IAU | 464285204 | $3.1M | 1.11% | 34,980 | SH |
| 25 | BNY MELLON ETF TRUST | BKHY | 09661T800 | $2.8M | 1.00% | 58,958 | SH |
| 26 | VERTIV HOLDINGS CO | VRT | 92537N108 | $2.7M | 0.98% | 10,858 | SH |
| 27 | GRAYSCALE BITCOIN MINI TR ET | BTC | 389930207 | $2.7M | 0.95% | 88,527 | SH |
| 28 | JANUS DETROIT STR TR | JAAA | 47103U845 | $2.6M | 0.94% | 52,105 | SH |
| 29 | ISHARES TR | GOVT | 46429B267 | $2.5M | 0.91% | 110,478 | SH |
| 30 | INVESCO EXCH TRADED FD TR II | PZA | 46138E537 | $2.4M | 0.85% | 103,323 | SH |
| 31 | ISHARES TR | IAGG | 46435G672 | $2.3M | 0.83% | 46,089 | SH |
| 32 | ISHARES TR | QLTA | 46429B291 | $2.1M | 0.76% | 44,619 | SH |
| 33 | ISHARES TR | MBB | 464288588 | $2.1M | 0.76% | 22,210 | SH |
| 34 | ISHARES TR | IEV | 464287861 | $2.1M | 0.74% | 30,437 | SH |
| 35 | ISHARES TR | TLH | 464288653 | $1.8M | 0.63% | 17,547 | SH |
| 36 | FRANKLIN TEMPLETON ETF TR | FLMI | 35473P868 | $1.8M | 0.63% | 71,050 | SH |
| 37 | WISDOMTREE TR | DTH | 97717W802 | $1.7M | 0.62% | 31,858 | SH |
| 38 | ISHARES TR | IEF | 464287440 | $1.7M | 0.61% | 17,866 | SH |
| 39 | FIRST TR EXCH TRADED FD III | FMHI | 33739P301 | $1.6M | 0.58% | 34,087 | SH |
| 40 | ISHARES TR | DGRO | 46434V621 | $1.6M | 0.56% | 22,180 | SH |
| 41 | INVESCO EXCHANGE TRADED FD T | XLG | 46137V233 | $1.6M | 0.56% | 28,500 | SH |
| 42 | BERKSHIRE HATHAWAY INC DEL | BRK.B | 084670702 | $1.5M | 0.54% | 3,140 | SH |
| 43 | ALPHABET INC | GOOGL | 02079K305 | $1.3M | 0.47% | 4,534 | SH |
| 44 | FIDELITY WISE ORIGIN BITCOIN | FBTC | 315948109 | $1.3M | 0.47% | 21,934 | SH |
| 45 | ISHARES INC | EMXC | 46434G764 | $1.3M | 0.45% | 15,987 | SH |
| 46 | ISHARES TR | USMV | 46429B697 | $1.3M | 0.45% | 13,513 | SH |
| 47 | SPDR INDEX SHS FDS | SPEM | 78463X509 | $1.2M | 0.43% | 25,792 | SH |
| 48 | ISHARES TR | IGEB | 46435G219 | $1.2M | 0.43% | 26,708 | SH |
| 49 | ISHARES TR | LQD | 464287242 | $1.2M | 0.42% | 10,657 | SH |
| 50 | ISHARES TR | HYG | 464288513 | $1.1M | 0.40% | 14,146 | SH |
Filing History
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-14 | $278.4M | 103 | 0001172661-26-001824 |
| 2025-12-31 | 2026-02-10 | $278.4M | 104 | 0001172661-26-000597 |
| 2025-09-30 | 2025-10-23 | $270.6M | 102 | 0001172661-25-004401 |